Acumatica CRM

Acumatica CRM is a customer relationship management module built into the Acumatica ERP platform. It covers lead and opportunity management, marketing campaign automation, customer support case handling, and a B2B customer self-service portal. Sales teams can create quotes and orders directly from opportunities, while support teams use automated case routing, service-level tracking, and AI-assisted case summaries. Because the CRM is embedded in ERP, users can see financial and operational data alongside customer records rather than switching systems.

The vendor's site describes the product as intended for small and midmarket organizations, with industry pages for construction, distribution, manufacturing, professional services, retail, and financials. Deployment is on public or private cloud, and the vendor's site emphasizes unlimited user access rather than per-seat licensing. The product is sold exclusively through a partner channel of value-added resellers rather than directly.

Pricing is not published; the vendor's site states that cost depends on the applications implemented, expected usage and resource levels, and deployment preference, and directs prospective buyers to a partner-led custom pricing conversation or industry-specific pricing calculators. The site does not state a starting price. Marketing automation can be extended with an optional HubSpot connector, and the marketplace page mentions other integrations for e-signatures and customer engagement, but the site does not describe how these connectors are configured or priced. On-premise deployment is not described in the pages reviewed, so it is unclear whether it remains available alongside cloud hosting.